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A New Approach to E-reserves The Seneca Libraries Experience. End User – April 28, 2007 Presented by: Jane Foo, Manager of Digital Library Services & Information Systems Jennifer Peters-Lise, Metadata & Digital Services Librarian Sharon Tait, Digital Library Systems. Today’s talk.
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A New Approach to E-reservesThe Seneca Libraries Experience End User – April 28, 2007 Presented by: Jane Foo, Manager of Digital Library Services & Information Systems Jennifer Peters-Lise, Metadata & Digital Services Librarian Sharon Tait, Digital Library Systems
Today’s talk • Background on e-reserves project • Goals for e-reserves • Research committee • Prototypes • Encompass for Digital Collections • Set-up & customizations • Metadata • Policies & procedures • The future…
Seneca College • Toronto, Ontario • 18,000 FTE; 90,000 PT • 678 FT faculty • 4 campus libraries • 12 FT librarians ; about 30 FT technicians • Over 100,000 books
Goals for E-reserves • Collocate all course materials into one list • Access as much as possible online • Not online? Tell them where to find it! • User friendly and inexpensive system
Course materials • Print Reserves • E-reserves • Traditional reserve-type material available online • Research by course pages
Seneca’s current reserves • Mixture of formats • Paper copies damaged; pages lost • Complaints about loan periods • Line-ups everywhere! • Major disconnection between materials • Research by course pages on our website • Reserves in the OPAC • Textbooks on OPAC but separate from reserves
E-reserves Research Committee • Oct 2005 - Dec 2006 • Examined: • Seneca’s current reserves • Canadian E-reserves Scan • 17 existing e-reserves projects across Canada • Available systems for e-reserves See final committee report for more information…
Systems tested for e-reservesCommercial system: DocutekSeneca owned systems: Blackboard, Voyager, EDC
Docutek’s ERes • What we liked • User friendly • Self-maintenance available • Administrative control • What we didn’t like • Duplicate data entry • Cost • Stand-alone system
Voyager • What we liked: • Cataloguing • Integration of print and electronic materials • Maintenance • What we didn’t like • Results/browsing interface
Blackboard • What we liked: • Familiarity with system • Access for students • Logical hierarchy of readings • What we did not like: • No cataloguing – only filename • Limited searching capabilities • No reports and limited statistics • No administrative control over our content within Blackboard
Encompass and BlackBoard • Embedded • Link directly to browsing list from a course page in Blackboard
EDC – what we liked • Cataloguing workflow • Quick templates = no duplicate data entry • Immediate error correction • Top-down collection view • Maintain database integrity by limiting access to cataloguing • Import MARC records • Similarity to ILS system • Combines logical browsing of Blackboard with the cataloguing and data control of Voyager
Setting Up EDC • MARC_ereserves.dtd • <!ELEMENT ereserves (course-code*, course-name*, begin-reserve-on*, remove-reserve-on*, instructor-name*, grouping*, title, url*, label-for-url*, author*, corporate-author*, corporate-author-subordinate*, editor*, series-title*, edition*, date-of-publication*, page-numbers*, periodical-publication-dates*, source*, file-size*, notes*, unique-identifier*, isbn*, issn*, call-number*, author-dates*, place-of-publication*, publisher*, publication-frequency*, subject*, subject-general*, subject-geographic*, subject-form*)> • <!ELEMENT course-code (#PCDATA)> • <!ELEMENT course-name (#PCDATA)> • <!ELEMENT begin-reserve-on (#PCDATA)> • <!ELEMENT remove-reserve-on (#PCDATA)> • <!ELEMENT instructor-name (#PCDATA)> • <!ELEMENT grouping (#PCDATA)> • <!ELEMENT title (#PCDATA)>…. • Base and Repository DMD • Collection DMD – Qualified DC (encdc.dtd) • Repo DMD – customized two dtds • Complete Repo DMD Mapping to Collection DMD based on Crosswalk developed by Jenn MARC_ereserves_wrapper.dtd (validation DTD) <!ELEMENT collection (ereserves*)> <!ELEMENT ereserves (course-code*, course-name*, begin-reserve-on*, remove-reserve-on*, instructor-name*, grouping*, title, url*, label-for-url*, author*, corporate-author*, corporate-author-subordinate*, editor*, series-title*, edition*, date-of-publication*, page-numbers*, periodical-publication-dates*, source*, file-size*, notes*, unique-identifier*, isbn*, issn*, call-number*, author-dates*, place-of-publication*, publisher*, publication-frequency*, subject*, subject-general*, subject-geographic*, subject-form*)> <!ELEMENT course-code (#PCDATA)> <!ELEMENT course-name (#PCDATA)> <!ELEMENT begin-reserve-on (#PCDATA)> …..
Marctoqual-dublin.xsl <?xml version="1.0" encoding="utf-8" ?> - <xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" version="1.0"> <xsl:output method="xml" indent="yes" /> <xsl:preserve-space elements="*" /> - <xsl:template match="/"> - <xsl:element name="esdrecord"> - <xsl:for-each select="MARC_ereserves | ereserves"> <xsl:call-template name="itemtitle" /> <xsl:call-template name="auth" /> <xsl:call-template name="abs" /> <xsl:call-template name="subjterms" /> <xsl:call-template name="all" /> </xsl:for-each> </xsl:element> </xsl:template> - <xsl:template name="itemtitle"> - <xsl:if test="title"> - <xsl:element name="itemtitle"> - <xsl:variable name="str"> - <xsl:for-each select="title"> - <xsl:if test="position() > 1"> …. • Search indices • Collection: Search Index – default qual-dublin-cm.xsl Access Points Index – modified existing qual-dublin-bu.xsl • Repo: Search Index:customized a new xsl based on the existing qual-dublin.xsl • New Search Key Indices: Instructor (Ikey) Public Course code (ckey) Public Date Created/Updated (dkey) – Staff search only
Marc to MARCXML script (in MarcEdit) <?xml version="1.0" encoding="UTF-8" ?> <!-- sef --> - <xsl:stylesheet version="1.0" xmlns:marc="http://www.loc.gov/MARC21/slim" xmlns:xsl="http://www.w3.org/1999/XSL/Transform" exclude-result-prefixes="marc"> <xsl:import href="MARC21slimUtils.xsl" /> <xsl:output method="xml" encoding="UTF-8" indent="yes" omit-xml-declaration="yes" /> <!-- only for bulk import, add to output tag: doctype-system="../dtds/MARC_ereserves_wrapper.dtd" --> - <xsl:template match="/"> - <ereserves> <xsl:apply-templates /> </ereserves> </xsl:template> - <xsl:template match="marc:record"> <xsl:variable name="controlField001" select="marc:controlfield[@tag=001]" /> <!-- title --> - <xsl:for-each select="marc:datafield[@tag=245] | marc:datafield[@tag=246]"> - <title> <xsl:value-of select="normalize-space(.)" /> </title> </xsl:for-each> <!-- URL --> - <xsl:for-each select="marc:datafield[@tag=856]"> - <url> <xsl:value-of select="marc:subfield[@code='u']" /> </url> </xsl:for-each> <!-- URL label --> - <xsl:for-each select="marc:datafield[@tag=856]"> - <url_label> <xsl:value-of select="marc:subfield[@code='z']" /> </url_label> </xsl:for-each> <!-- author --> - <xsl:for-each select="marc:datafield[@tag=100]"> - <author> <xsl:value-of select="normalize-space(.)" /> </author> </xsl:for-each> • Bulk Loading v. Client-Based loading • Server Metaload • generic-shredder.xsl - modified • XmlLoader.properties – modified • Started with concept of bulk loading but eventually Marc records were loaded individually through staff client Export from library catalogue – converted to xml via marcedit • Voyager Export
Customizing the Metadata • Wish list for metadata • Compared wish list to MARC, CanCore, Dublin Core • MARC won overall • Chose a sub-set of MARC fields, added extra local fields • Human readable field names to accommodate non-cataloguing staff • AACR2 cataloguing rules
Metadata profile • MARC fields • title, URL, label for URL, author, corporate author, corporate author subordinate unit editor, series title, edition, date of publication, page numbers, periodical publication dates, source, notes • Non-MARC fields • course code, course name, begin reserve on, remove reserve on, instructor name, grouping, file size
Customizing the Metadata • Print reserve records • Save bib from Voyager • Convert bib to xml using MARCedit • Custom XSLT file defining our metadata profile • Import xml file into EDC
Metadata profile • MARC fields • title, URL, label for URL, author, corporate author, corporate author subordinate unit editor, series title, edition, date of publication, page numbers, periodical publication dates, source, notes • Placeholders for imported MARC records for print reserves. • (no data is entered into these fields for e-reserves) • unique identifier, ISBN, ISSN, call number, author dates, place of publication, publisher, publication frequency, subject, subject (general subdivision), subject (geographic subdivision), subject (form subdivision) • Non-MARC fields • course code, course name, begin reserve on, remove reserve on, instructor name, grouping, file size
User Interface requirements • Browse > search • One-click from title • Uncluttered (less is more) • Can be embedded / integrated into other Web interfaces • Language that makes sense to students • Branding & identity
Customization notes • XSLT, CSS … and APIs • code cleanup • modified: basic search, advanced search, results list, object record and view relationship pages • display order • custom metadata xsl files for field display • custom search indices (course code, instructor, date added)
Linking directly from browse and search • 2 types of links: • link • (url tag) • digital object • (objResURL tag)
Live linking to Voyager automatically constructed live link to Voyager record using imported Bib ID(aka unique-identifier tag)
This is just the beginning … • 2 iterations so far • Faculty involvement from project onset • Staff town hall and training sessions • distinction between electronic vs. print • User-centered testing / feedback – Summer 2007 • Explore and create more opportunities for embedding / integration
Policies and Procedures – content & staffing • Merge Research by Course pages into the system • Both reference and borrower services staff will catalogue materials for the system